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Wednesday, 15 September 21
MARKET INSIGHT - INTERMODAL
 Following the oil price sell off during most of August, partly triggered by oil demand fears amid the delta COVID variant, oil prices have resumed their upward trend since August 20th.
Brent futures have been trading higher over the past couple of weeks, with hurricane Ida idling US Gulf oil production and providing support. In addition, traders saw a buying opportunity following the OSP price cuts into Asian refineries. Positive news on Covid developments and also Chinese data suggesting crude oil inventories stand at the lowest level since June 2020 are also interpreted as bullish for oil consumption and economic momentum ahead.
Numerous countries in Asia Pacific are easing certain Covid-19 restrictions, such as Thailand, New Zealand and Hong Kong, while the South African variant slowed in August according to scientists, all supporting oil demand expectations. Generally, Europe has emerged as a “center of strength” for road fuels demand as the economies opened during the summer period, where people have naturally used more road transportation vs air during the travel season. Nevertheless, according to real time traffic data, European road fuels demand dropped by around 5% or 3-400,000 bpd m/m in August that had a slow start, from the recent peak in July. However, recent news are positive for Brent as European traffic has been picking up by two percent over the past two weeks. Overall, global road traffic congestion levels continue to pick up over the past two weeks, a trend that has emerged since mid-August. Robust gasoline demand and low inventories in both sides of the Atlantic Ocean also lend support to light-sweet crude benchmarks such as Brent.
Additionally, we have noted that the Chinese crude imports rose to a five-month high of 10.5 million bpd in August, driven by state backed oil refineries. The question is whether this trend in China’s crude imports will remain upwards in the coming months. That is a difficult question to answer, as it also depends on government policies on quotas and use of strategic reserves, as per analysts’ consensus.
The Asian market seems to have the potential for an increase in crude oil imports from Middle East as OPEC+ releases production, while US crude oil production is lagging behind along with refinery activity after the recent hit of Hurricane Ida. The hurricane Nicholas following this week is yet to show its effect, but overall it looks like the oil supply tightness in the West is exacerbating, which increases the call on OPEC+ to satisfy rising crude oil demand projected through the 4th quarter of the year.
By Apostolos Rompopoulos,
Tanker Broker
Compiled by:
Intermodal Research & Valuations
Analysts:
Yiannis Parganas
Tamara Apostolou
Disclaimer and legal disclosure: For any further queries please do not hesitate to contact our Research & Valuations Department. The information contained in this report has been obtained from various sources, as reported in the market. Intermodal Shipbrokers Co. believes such information to be factual and reliable without making guarantees regarding its accuracy or completeness. Whilst every care has been taken in the production of the above review, no liability can be accepted for any loss or damage incurred in any way whatsoever by any person who may seek to rely on the information and views contained in this material. This report is being produced for the internal use of the intended recipients only and no reproducing is allowed, without the prior written authorization of Intermodal Shipbrokers Co.
The Information contained within the website of COALspot.com is intended for informational purposes only and is not intended as professional counsel and should not be used as such.
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Thursday, 10 February 22
EIA ANALYSIS CONSIDERS DIFFERENT OUTCOMES FOR COAL MARKETS IN INDIA AND SOUTHEAST ASIA
In our International Energy Outlook 2021 (IEO2021) Issues in Focus: Uncertainty in Coal Trade in India and Greater Southeast Asia, we analyze three ...
Wednesday, 09 February 22
OIL PRICES: "IT'S GOING TO BE VERY EASY" TO GET TO $100/BARREL, ANALYST SAYS - YAHOO FINANCE
Energy and oil prices have been on fire over the last six months — and expect them to go higher, says one analyst.
“For ...
Wednesday, 09 February 22
MARKET INSIGHT - INTERMODAL
Iron ore prices have jumped significantly in the week prior to the Chinese New Year with traders and producers stocking up on raw materials. China& ...
Wednesday, 09 February 22
FEBRUARY HBA HITS RECORD HIGH IN 2022 ON INDONESIA’S EXPORT BAN IN JANUARY, WORSEN SUPPLY, UKRAINE TENSIONS
COALspot.com: Indonesian Coal Price Reference for February in a steep climb from January 2022.
As expected in January the Indonesia ...
Wednesday, 09 February 22
CHINESE COAL MARKS BEST DAY IN 4 MONTHS ON TIGHT SUPPLY, HIGH DEMAND - REUTERS
China’s coal futures on Tuesday recorded their best session since Bejing’s mid-October intervention to cool runaway prices, aided by co ...
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- Eastern Energy - Thailand
- SMC Global Power, Philippines
- Timah Investasi Mineral - Indoneisa
- Sree Jayajothi Cements Limited - India
- Formosa Plastics Group - Taiwan
- Cement Manufacturers Association - India
- San Jose City I Power Corp, Philippines
- Kumho Petrochemical, South Korea
- Minerals Council of Australia
- Barasentosa Lestari - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- OPG Power Generation Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Indian Energy Exchange, India
- Billiton Holdings Pty Ltd - Australia
- Lanco Infratech Ltd - India
- Toyota Tsusho Corporation, Japan
- The Treasury - Australian Government
- Sarangani Energy Corporation, Philippines
- Sical Logistics Limited - India
- Thiess Contractors Indonesia
- Mjunction Services Limited - India
- PNOC Exploration Corporation - Philippines
- MS Steel International - UAE
- AsiaOL BioFuels Corp., Philippines
- Iligan Light & Power Inc, Philippines
- Bulk Trading Sa - Switzerland
- CNBM International Corporation - China
- Singapore Mercantile Exchange
- South Luzon Thermal Energy Corporation
- Anglo American - United Kingdom
- Dalmia Cement Bharat India
- Tata Chemicals Ltd - India
- Alfred C Toepfer International GmbH - Germany
- PTC India Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Altura Mining Limited, Indonesia
- Rio Tinto Coal - Australia
- Indonesian Coal Mining Association
- Port Waratah Coal Services - Australia
- Kohat Cement Company Ltd. - Pakistan
- Manunggal Multi Energi - Indonesia
- CIMB Investment Bank - Malaysia
- Borneo Indobara - Indonesia
- Aboitiz Power Corporation - Philippines
- Agrawal Coal Company - India
- Wood Mackenzie - Singapore
- McConnell Dowell - Australia
- Sindya Power Generating Company Private Ltd
- Kapuas Tunggal Persada - Indonesia
- Merrill Lynch Commodities Europe
- Indika Energy - Indonesia
- Medco Energi Mining Internasional
- Romanian Commodities Exchange
- Heidelberg Cement - Germany
- Australian Commodity Traders Exchange
- Kaltim Prima Coal - Indonesia
- Siam City Cement - Thailand
- Directorate Of Revenue Intelligence - India
- Commonwealth Bank - Australia
- Cigading International Bulk Terminal - Indonesia
- London Commodity Brokers - England
- Bhatia International Limited - India
- Standard Chartered Bank - UAE
- Interocean Group of Companies - India
- Goldman Sachs - Singapore
- Oldendorff Carriers - Singapore
- Bukit Makmur.PT - Indonesia
- LBH Netherlands Bv - Netherlands
- Siam City Cement PLC, Thailand
- Karaikal Port Pvt Ltd - India
- New Zealand Coal & Carbon
- Coal and Oil Company - UAE
- Pendopo Energi Batubara - Indonesia
- Bukit Baiduri Energy - Indonesia
- Grasim Industreis Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Savvy Resources Ltd - HongKong
- Straits Asia Resources Limited - Singapore
- Edison Trading Spa - Italy
- Maheswari Brothers Coal Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Meralco Power Generation, Philippines
- Orica Australia Pty. Ltd.
- Global Business Power Corporation, Philippines
- Parry Sugars Refinery, India
- Sakthi Sugars Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Wilmar Investment Holdings
- Asmin Koalindo Tuhup - Indonesia
- Indogreen Group - Indonesia
- Global Green Power PLC Corporation, Philippines
- Mintek Dendrill Indonesia
- Mercator Lines Limited - India
- Gujarat Electricity Regulatory Commission - India
- Leighton Contractors Pty Ltd - Australia
- Chamber of Mines of South Africa
- Posco Energy - South Korea
- GMR Energy Limited - India
- Metalloyd Limited - United Kingdom
- VISA Power Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Aditya Birla Group - India
- Vijayanagar Sugar Pvt Ltd - India
- Bangladesh Power Developement Board
- GVK Power & Infra Limited - India
- Indo Tambangraya Megah - Indonesia
- PowerSource Philippines DevCo
- Jindal Steel & Power Ltd - India
- Antam Resourcindo - Indonesia
- Central Java Power - Indonesia
- Mercuria Energy - Indonesia
- Attock Cement Pakistan Limited
- The State Trading Corporation of India Ltd
- Ind-Barath Power Infra Limited - India
- GAC Shipping (India) Pvt Ltd
- Globalindo Alam Lestari - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- SN Aboitiz Power Inc, Philippines
- Intertek Mineral Services - Indonesia
- Jaiprakash Power Ventures ltd
- Economic Council, Georgia
- Ceylon Electricity Board - Sri Lanka
- Bharathi Cement Corporation - India
- Rashtriya Ispat Nigam Limited - India
- Price Waterhouse Coopers - Russia
- Xindia Steels Limited - India
- Meenaskhi Energy Private Limited - India
- Energy Link Ltd, New Zealand
- Bhushan Steel Limited - India
- Samtan Co., Ltd - South Korea
- Directorate General of MIneral and Coal - Indonesia
- Kobexindo Tractors - Indoneisa
- IHS Mccloskey Coal Group - USA
- Eastern Coal Council - USA
- Miang Besar Coal Terminal - Indonesia
- Central Electricity Authority - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- SMG Consultants - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Energy Development Corp, Philippines
- Kideco Jaya Agung - Indonesia
- Sojitz Corporation - Japan
- Electricity Generating Authority of Thailand
- Baramulti Group, Indonesia
- White Energy Company Limited
- Thai Mozambique Logistica
- Australian Coal Association
- Latin American Coal - Colombia
- Neyveli Lignite Corporation Ltd, - India
- Tamil Nadu electricity Board
- Marubeni Corporation - India
- Binh Thuan Hamico - Vietnam
- Ministry of Mines - Canada
- Trasteel International SA, Italy
- Star Paper Mills Limited - India
- Indian Oil Corporation Limited
- GN Power Mariveles Coal Plant, Philippines
- Petron Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Carbofer General Trading SA - India
- Jorong Barutama Greston.PT - Indonesia
- Electricity Authority, New Zealand
- Malabar Cements Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Larsen & Toubro Limited - India
- Chettinad Cement Corporation Ltd - India
- Renaissance Capital - South Africa
- Africa Commodities Group - South Africa
- Ministry of Transport, Egypt
- Independent Power Producers Association of India
- Makarim & Taira - Indonesia
- ASAPP Information Group - India
- Semirara Mining Corp, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Parliament of New Zealand
- Simpson Spence & Young - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Global Coal Blending Company Limited - Australia
- Bayan Resources Tbk. - Indonesia
- ICICI Bank Limited - India
- Ambuja Cements Ltd - India
- Vizag Seaport Private Limited - India
- TeaM Sual Corporation - Philippines
- India Bulls Power Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ministry of Finance - Indonesia
- Banpu Public Company Limited - Thailand
- Deloitte Consulting - India
- Power Finance Corporation Ltd., India
- Salva Resources Pvt Ltd - India
- Videocon Industries ltd - India
- Essar Steel Hazira Ltd - India
- The University of Queensland
- Riau Bara Harum - Indonesia
- Therma Luzon, Inc, Philippines
- Sinarmas Energy and Mining - Indonesia
- Bhoruka Overseas - Indonesia
- Kepco SPC Power Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- European Bulk Services B.V. - Netherlands
- International Coal Ventures Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Gujarat Sidhee Cement - India
- Vedanta Resources Plc - India
- Planning Commission, India
- Uttam Galva Steels Limited - India
- Coalindo Energy - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Orica Mining Services - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Georgia Ports Authority, United States
- Semirara Mining and Power Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Coastal Gujarat Power Limited - India
- Madhucon Powers Ltd - India
- IEA Clean Coal Centre - UK
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